id,filing_uuid,filing_type,registrant_name,registrant_id,client_name,filing_year,filing_period,issue_code,specific_issues,government_entities,income_amount,expense_amount,is_no_activity,is_termination,received_date
1330515,e828f15a-18c6-40b8-919a-3bf9cc293e23,4T,PALMETTO GROUP,18570,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2012,fourth_quarter,RET,Retirement and Pension Issues,"HOUSE OF REPRESENTATIVES,SENATE",57000,,0,1,2013-01-03T12:01:46.690000-05:00
1330694,a3cd1b23-30f0-40bd-9191-83a5a704195f,Q4,NATIONAL LEAGUE OF POSTMASTERS,69297,NATIONAL LEAGUE OF POSTMASTERS,2012,fourth_quarter,RET,Federal Retirement and other general benefit issues.,"HOUSE OF REPRESENTATIVES,Postal Regulatory Commission,SENATE,U.S. Postal Service (USPS)",,20000,0,0,2013-01-03T16:48:56.537000-05:00
1330796,6882d9e7-8947-4b96-9490-be1af9606dc2,Q4,FLEET RESERVE ASSOCIATION,14781,FLEET RESERVE ASSOCIATION,2012,fourth_quarter,RET,"S.344/HR303/HR186, Concurrent Reciept; HR178/S.260, SBP/DIC Offset Repeal.","Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA)",,140000,0,0,2013-01-04T11:17:56.583000-05:00
1331086,d3288b05-e711-4dc0-a520-6b35f98e3f24,Q4,UNIVERSITY OF IOWA,49191,UNIVERSITY OF IOWA,2012,fourth_quarter,RET,"Retirement issues related to universities' pension plans
IRA issues related to philanthropic giving","Agriculture, Dept of (USDA),Centers For Medicare and Medicaid Services (CMS),Defense, Dept of (DOD),Federal Emergency Management Agency (FEMA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Natl Institutes of Health (NIH),SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,28999,0,0,2013-01-07T09:54:07.577000-05:00
1331376,7b0f387e-a0a0-4923-b82c-2c9baa20ed77,Q4,"FORSCEY, PLLC",52880,BITUMINOUS COAL OPERATORS ASSOCIATION,2012,fourth_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007 and proposals to provide the PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",50000,,0,0,2013-01-08T10:45:00.133000-05:00
1331380,85863de3-3189-415b-8fda-7249182b9091,Q4,"FORSCEY, PLLC",52880,CONSOL ENERGY INC,2012,fourth_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007 and proposals to provide the PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-01-08T10:49:01.427000-05:00
1331818,c42a8509-022a-4326-abcf-4231bd1d66f6,Q4,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,35068,SHEET METAL & AIR CONDITIONING CONTRACTORS NAT'L ASSN,2012,fourth_quarter,RET,Savings Recovery Act H.R. 2021,"HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2013-01-09T12:01:27.323000-05:00
1331931,3b69883d-5f16-4c16-852e-7d98cd1ebafc,Q4,"INTERNATIONAL UNION OF POLICE ASSOCIATIONS, AFL-CIO",50400,INTERNATIONAL UNION OF POLICE ASSOCIATIONS AFL-CIO,2012,fourth_quarter,RET,S2010,"HOUSE OF REPRESENTATIVES,SENATE",,20000,0,0,2013-01-09T13:58:22.897000-05:00
1331938,14724f0b-8c79-4b31-8bf3-f4563ef3cd77,Q4,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,26615,NATIONAL ASSOCIATION FOR UNIFORMED SERVICES,2012,fourth_quarter,RET,To protect the cost of living adjusted Social Security payments by ensuring that any major changes made would grandfather retirees and those near retirement; to improve the Medicare benefit and provide adequate reimbursement rates to health care professionals; establish a Consumer Price Index for Elderly (CPI-E) to compute cost of living increases for Social Security and other Medicare beneficiaries; phase out the taxation of Social Security Benefits; repeal the government pension offset and windfall elimination provisions; include a Social Security Lockbox.,"Defense, Dept of (DOD),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,Veterans Affairs, Dept of (VA),White House Office",,24493,0,0,2013-01-09T14:13:24.907000-05:00
1331961,04b62bae-0482-49d5-aae6-2f5438ef0275,Q4,"DEPARTMENT FOR PROFESSIONAL EMPLOYEES, AFL-CIO",12094,DEPARTMENT FOR PROFESSIONAL EMPLOYEES AFL-CIO,2012,fourth_quarter,RET,"Cost of living adjustments.
Oppose benefit cuts.","Executive Office of the President (EOP),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Endowment for the Arts,SENATE,State, Dept of (DOS),U.S. International Trade Commission (ITC)",,,0,0,2013-01-09T14:51:38.860000-05:00
1331979,6bff0021-1df9-4865-a235-b22b04a73f74,Q4,EXELIS INC. (FORMERLY ITT CORPORATION),20287,EXELIS INC. (FORMERLY ITT CORPORATION),2012,fourth_quarter,RET,House and Senate bills such as the Surface Transportation reauthorization bill as they pertain to the tax treatment of single payer defined benefit pension plans as well as premium increases for the Pension Benefit Guaranty Corporation.,"Air Force, Dept of,Army, Dept of (Other),Defense, Dept of (DOD),Director of National Intelligence (ODNI),Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,Natl Aeronautics & Space Administration (NASA),Natl Geospatial Intelligence Agency,Natl Oceanic & Atmospheric Administration (NOAA),Navy, Dept of,SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Marines",,360000,0,0,2013-01-09T15:06:44.683000-05:00
1332080,bf422ada-4de3-42dd-b578-a828a9e6fd62,Q4,DAVID FUNDERBURK,43491,TREA SENIORCITIZENS LEAGUE,2012,fourth_quarter,RET,"Social Security Notch Reform H.R. 1001, H.R. 239, and S. 118; Consumer Price Index for the Elderly (CPI-E) and Social Security Fairness: H.R. 456, H.R. 539, H.R. 798, H.R. 776, H.R. 1086, H.R. 2590, H.R. 2711, H.R. 3758, and S.1876; AntiU.S.-Mexico Totalization/No Social Security for Illegal Work: H.R. 787, H.R. 148, S. 95 and S. 181; Social Security Protection: H.R. 1052, H.R. 219, H.R. 796, H.R. 1118, and S.123 and S.582; Social Security Reform: H.R. 1332, H.R. 2797, H.R. 3348, and S. 2010.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-01-09T17:47:29.337000-05:00
1332158,7b46c6c5-53e4-493c-83e0-a95250028a1c,Q4,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,19822,INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS,2012,fourth_quarter,RET,"The IBEW wrote SEC Chair Mary Schapiro to request support for implementing changes to accounting principles in light of recent action by Congress and the President to stabilize funding requirements for single-employer, defined benefit pensions.","HOUSE OF REPRESENTATIVES,Nuclear Regulatory Commission (NRC),President of the U.S.,Securities & Exchange Commission (SEC),SENATE",,269339,0,0,2013-01-10T10:22:05.490000-05:00
1332180,ec6fe7fa-d85f-40a5-a1a4-5059705bbbee,Q4,AZOA SERVICES CORP(ALLIANZ OF AMERICA) FORMERLY AZOA SERIVCES CORP/FIREMAN'S FUND(ALLIANZ OF AMERICA,14611,AZOA SERVICES CORP(ALLIANZ OF AMERICA) AND AFFILIATES,2012,fourth_quarter,RET,401 (k) disclosure:  Track Department of Labor rulemaking regarding 401 (k) fee Disclosure.  Lifetime Income Disclosure ACT:  Follow introduction and lobby for legislation that would require 401(k) plan participants an annual statement projecting the monthly income that would be generated if the account balance were amortized as retirement.  This is H.R. 677 in the House and S.267 in the Senate.  Argue against possible changes to the tax treatment of life insurance products.,"HOUSE OF REPRESENTATIVES,Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,560000,0,0,2013-01-10T10:50:14.387000-05:00
1332278,d267e20d-6643-4636-9ac4-6f181edbcf03,Q4,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",310494,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2012,fourth_quarter,RET,"Monitor proposed amendments to the Pension Protection Act of 2007 and proposals to provide PBGC with a risk related premium; and H.R. 1365, the Coal Accountability and Retired Employee Act of 2011 or CARE Act.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",,162160,0,0,2013-01-10T13:45:56.347000-05:00
1332454,7b73bf6b-0b02-43c5-aff8-6630d9ab8642,Q4,"VAN HEUVELEN STRATEGIES, LLC",321874,GENWORTH FINANCIAL INC,2012,fourth_quarter,RET,"Long term health care, tax reform, mortgage insurance, housing and extension of mortgage insureance deductibility. Implementation of Dodd-Frank as it pertains to mortgage service providers. Implementation of the Budget Control Act. H.R. 3630, Temporary Payroll Tax Cut Continuation Act of 2011. H.R. 4264, The FHA Emergency Fiscal Solvency Act of 2012, S. 3085 Responsible Homeowner Refinancing Act.","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-01-10T15:38:15.037000-05:00
1332613,f9468249-2806-46f3-9297-5cfb404043a1,Q4,RICH FEUER ANDERSON,84775,LPL FINANCIAL CORPORATION,2012,fourth_quarter,RET,"Definition of ""fiduciary"" under ERISA and application to providers of brokerage services.  Tax incentives for retirement savings, including H.Con. Res. 101, S. Con. Res. 62, and HR 4049, the ""Automatic IRA Act of 2012.""","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-01-10T18:49:41.237000-05:00
1332663,7d334df5-68da-46ba-812f-810b3f060568,Q4,GREATER NEW YORK HOSPITAL ASSOCIATION,16830,GREATER NEW YORK HOSPITAL ASSOCIATION,2012,fourth_quarter,RET,"The Pension Technical Modification Act (H.R.2656); Highway and Student Loan converence agreement (H.R.4348), provisions relating to pension rules.","Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE,White House Office",,220000,0,0,2013-01-11T09:04:08.330000-05:00
1332832,51a619d8-fec0-4169-933a-fbb4517dca68,Q4,UPS (UNITED PARCEL SERVICE),39223,UPS (UNITED PARCEL SERVICE),2012,fourth_quarter,RET,Multi-employer and Single Employer Pension Reform,"Commerce, Dept of (DOC),Federal Aviation Administration (FAA),Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Natl Transportation Safety Board (NTSB),Postal Regulatory Commission,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT),Treasury, Dept of,U.S. Trade Representative (USTR)",,1401414,0,0,2013-01-11T12:12:20.473000-05:00
1333260,57d49301-5075-4e2a-9d0b-cf1ef28af7cf,Q4,THE ESOP ASSOCIATION,13858,ESOP ASSOCIATION,2012,fourth_quarter,RET,"Any proposed legislation in relationship to ESOPs, employee ownership and employee ownership issues and generally all legislative proposals to amend the Employee Retirement Security Act of 1974.  Above areas include tax and labor law issues embedded in the Employee Retirement Security Act of 1974 and the IRS Code.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of",,30650,0,0,2013-01-11T18:36:36.127000-05:00
1333420,188c2355-95c4-43ff-b38c-2e92dad1bf73,Q4,ULMAN PUBLIC POLICY & FEDERAL RELATIONS,310095,NATIONAL PUBLIC EMPLOYER LABOR RELATIONS ASSOCIATION,2012,fourth_quarter,RET,"Support preserving and enhancing the voluntary employer-provided retirement system and the tax incentives that support it; and Support for H.R. 3561, Small Business Pension Promotion Act of 2011, to clarify that service-based normal retirement provisions are allowed in state and local pension statutes;  H.R. 4137, the Employee Education Assistance Act of 2012, support a permanent extension of tax free employer provided education assistance.","Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,SENATE",,,0,0,2013-01-12T15:43:57.357000-05:00
1333601,cf8f83da-17ec-43ff-8d92-ca79bba24232,Q4,VENABLE LLP,39941,"ASSOCIATION OF FOOD AND DAIRY RETAILERS, WHOLESALERS AND MANUFACTURERS",2012,fourth_quarter,RET,Legislation that would impact funding rules applicable to multiemployer pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-01-14T09:26:51.857000-05:00
1334253,bb71f8a6-da2e-42f4-8c3c-183a69367391,Q4,THE ARC OF THE UNITED STATES,4174,ARC OF THE UNITED STATES,2012,fourth_quarter,RET,"Improvements to Title II and Title XVI for people with disabilities. Issues regarding the future of disability policy.

Supplemental Security Income program issues, provisions dealing with persons with disabilities.

Social Security Disabililty program issues, provisions dealing with persons with disabilities.

Work incentives and other improvements for people with disabilities in Titles II and XVI of the Social Security Act.

SSA's Work Incentives Simplification proposal.

Solvency of the Social Security Trust funds.

Disability claims processing.

Continuation of the Work Incentives Planning and Assistance and Protection and Advocacy for Beneficiaries of Social Security programs.

Protecting and Preserving the Social Security Act, S.3651.","Centers For Medicare and Medicaid Services (CMS),Education, Dept of,Government Accountability Office (GAO),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),Justice, Dept of (DOJ),Labor, Dept of (DOL),Natl Economic Council (NEC),Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA),White House Office",,40000,0,0,2013-01-14T15:50:18.580000-05:00
1334467,666358be-74fb-41b9-b624-29a74009e437,Q4,AMERICAN COUNCIL OF LIFE INSURERS,2115,AMERICAN COUNCIL OF LIFE INSURERS,2012,fourth_quarter,RET,"H.R. 493 - Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance.

H.R. 677/S. 267 - The Lifetime Income Disclosure Acts. Issue: Annuity Illustration. H.R. 1534  Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs.

S. 1121  Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. 

S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.

S. 1534 and H.R. 3215  Identity Theft and Tax Fraud Prevention Act:  Issue: restriction to DMF data.  

H.R. 3475  Keeping IDs Safe Act. Issue: restriction to DMF data.

H.R. 3482  Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data.

H.R. 4049  Automatic IRA Act. Issue: mandatory auto-IRAs

H.R. 4050  Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements.

S. Con. Res. 62/ H.Con.Res.101: Resolution on Retirement Savings Incentives.

H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans

H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products.

S.1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products

H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson

H.R. 6005, The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans

S. 3432 Identity Theft and Tax Fraud Prevention Act. Issue: Death master file.

H.R.6300: Medicaid Long-Term Care Reform Act of 2012. Issue: Long-term care.","HOUSE OF REPRESENTATIVES,SENATE",,1063984,0,0,2013-01-14T17:07:56.733000-05:00
1334524,e5a8c40d-50e8-4000-b9e3-e5910766a84e,Q4,"THE CHARLES GROUP, LLC",53458,"ASSOCIATION OF MATURE AMERICAN CITIZENS, INC.",2012,fourth_quarter,RET,creation of Social Security IRA and other reforms,"HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2013-01-14T17:49:21.137000-05:00
1335434,15ee448f-6f2b-4c7e-a1d5-ab401daef8da,Q4,MUTUAL OF OMAHA,26284,MUTUAL OF OMAHA,2012,fourth_quarter,RET,"HR 4049 - Automatic IRA Act of 2012 - Automatic IRA provisions.
HR 4050 - Retirement Plan Simplification & Enhancement Act of 2012 - simplify and enhance qualified retirement plans, and other purposes.","HOUSE OF REPRESENTATIVES,SENATE",,155000,0,0,2013-01-15T14:23:55.050000-05:00
1336079,53496391-d91f-4ce1-82f5-d6a6752f8ab7,Q4,HUNTON ANDREWS KURTH LLP,18978,FIRSTENERGY CORP,2012,fourth_quarter,RET,Pension language included in H.R. 4348 and related accounting issues.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-01-15T17:46:50.997000-05:00
1336132,005a86da-795f-48b0-9a5f-708b26dda218,Q4,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,40015118,COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES,2012,fourth_quarter,RET,"Oppose changes to ERISA and mandating retiree health benefits;  support follow up temporary provisions to help employers responsibly address the financial crisis impacting pension funds; support preserving and enhancing the voluntary, flexible employer-provided retirement system and the tax incentives that support it.; and Section 530 of the Revenue Act of 1978.","Equal Employment Opportunity Commission (EEOC),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Labor Relations Board (NLRB),SENATE,Small Business Administration (SBA),White House Office",,55000,0,0,2013-01-15T21:01:20.777000-05:00
1336204,5d24d400-9e24-442f-87a9-cbe213482318,Q4,"APTIV, PLC",49054,APTIV PLC,2012,fourth_quarter,RET,"Issues relating to Delphi pension and PBGC
Change in taxation of 401k plans","Defense, Dept of (DOD),Energy, Dept of,Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",,127094,0,0,2013-01-16T08:49:58.110000-05:00
1336460,bd44a86d-8c77-41e4-9d4f-2bd5a416f1ad,Q4,"THE FLOURNOY GROUP, LLC",400493430,BRACY TUCKER BROWN & VALANZANO ON BEHALF OF DIMENSIONAL FUND ADVISORS,2012,fourth_quarter,RET,Retirement Security Reform; lifetime income options,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE",10000,,0,0,2013-01-16T11:00:00.950000-05:00
1336585,9596bef3-e393-4ecd-ab7f-291354b90e0f,4T,FINANCIAL PLANNING ASSN (FPA),53733,FINANCIAL PLANNING ASSN (FPA),2012,fourth_quarter,RET,"Employer provided retirement plans
ERISA fiduciary
Individual Retirement Accounts","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE",,108000,0,1,2013-01-16T11:31:03.290000-05:00
1336654,0516c458-dca3-46d3-8e3f-0f6c8188c988,Q4,"WHITMER & WORRALL, LLC",292892,COALITION FOR INDEPENDENT SENIORS (CIS),2012,fourth_quarter,RET,"Issues related to advocating for public policies related to reverse mortgages that allow seniors to maintain
control of their assets and economic independence.
Issues related to funding for the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development (HUD).  Additionally, discussions with the Consumer Financial Protection Bureau (CFPB).","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-01-16T11:41:45.870000-05:00
1337140,0eee48bb-c04f-482f-b9c1-c5f3c4869769,Q4,"ALFRED W. CORS, JR",285277,RETIRESAFE,2012,fourth_quarter,RET,"Support H.R. 1086, the CPI for Seniors Act.
Support the Social Security and Medicare Protection Act (H.R. 1630).
Oppose any effort to establish a chained-CPI to determine annual Social Security COLAs.
Support the ""Stop Benefit Cuts"" bill (H.R. 2723, the Social Security Protection Act of 2011).","Centers For Medicare and Medicaid Services (CMS),Federal Trade Commission (FTC),Food & Drug Administration (FDA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,SENATE",6710,,0,0,2013-01-16T13:42:30.980000-05:00
1337369,88080a21-65a3-42db-981f-320a73324f63,Q4,DAVIS & HARMAN LLP,11674,TRANSAMERICA LIFE INSURANCE COMPANY,2012,fourth_quarter,RET,"Proposals related to establishment of discretionary payroll deduction IRAs and creation of new qualified retirement plans for small business.  Proposals to reform the multiple employer plan rules.  Guidance related to nondiscrimination rules for defined contribution plan annuity investment products. Issues related to tax incentives for retirement savings. H.R. 1534, Small Businesses Add Value for Employees Act. Issues related to lifetime income investment options. H.R. 4050, Retirement Plan Simplification and Enhancement Act. Proposals to consolidate various retirement plan and IRA types.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",10000,,0,0,2013-01-16T15:05:01.730000-05:00
1337379,4d374bbf-0ce3-448d-be2d-63681b37345b,Q4,"CAVAROCCHI RUSCIO DENNIS ASSOCIATES, L.L.C.",8511,NATIONAL ASSOCIATION OF PUBLIC HEALTH STATISTICS AND INFORMATION SYSTEMS,2012,fourth_quarter,RET,"No Bill #, Social Security Administration Death Master File; electronic death registration systems
HR4053, Improper Payments Elimination & Recovery Act","Centers For Disease Control & Prevention (CDC),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Social Security Administration (SSA)",20000,,0,0,2013-01-16T15:09:06.510000-05:00
1337489,90eb02a6-de76-4f90-81cd-c09ec454f980,Q4,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,38368,TRANSPORTATION COMMUNICATIONS NATIONAL UNION/IAM (FKA TRANSPORTATION COMMUNICATI,2012,fourth_quarter,RET,"H.R.1 Full-Year Continuing Appropriations Act, 2011 Making appropriations for the Department of Defense and the other departments and agencies of the Government for the fiscal year ending September 30, 2011, and for other purposes. H.R.150 Senior Citizens Tax Elimination Act Amends the Internal Revenue Code to repeal the inclusion of any social security or tier I railroad retirement benefits in gross income.  Appropriates funds to cover reductions in transfers to the Social Security and Railroad Retirement Trust Funds resulting from the enactment of this Act. Expresses the sense of Congress against using tax increases to provide revenue necessary to carry out this Act. Affects retired members. H.R.539 Preserving Our Promise to Seniors Act  Directs the Secretary of the Treasury to disburse a cash payment of $250 (adjusted for inflation) for each non-COLA year to certain recipients of OASDI benefits, railroad retirement benefits, veterans disability compensation or pension benefits, or Supplemental Security Income (SSI) benefits under SSA title XVI. Affects retired members.  H.R.1473  Department of Defense and Full-Year Continuing Appropriations Act, 2011. Title I: General Provisions. It cuts funding for DOL training programs, eliminates appropriations to the Federal Railroad Administration (FRA) railroad safety technology program. Eliminates appropriations for FRA capital assistance for high speed rail corridors and intercity passenger rail service (with a rescission of prior year unobligated balances). Cuts spending in areas that are important to middle class working families and TCU members. H.R.2350 Protecting Taxpayers in Transportation Asset Transfers Act.  To secure public investments in transportation infrastructure.  Allows for the use of any alternative analysis or environmental impact report relating the Project to satisfy Federal Railroad Administration capital assistance requirements for new fixed guideway capital projects. Supports the concept of this Bill to protect Tax Payers and Amtrak employees from private companies taking over companies like Amtrak. (Clean up the Bill is intended to stop the Mica Bill to privatize Amtrak.) S.1378  Savings Through Eligibility Fairness Act.   To ensure that Social Security and Tier 1 Railroad Retirement benefits are properly taken into account for purposes of determining eligibility for Medicaid and for the refundable credit for coverage under a qualified health plan. Making sure our members get proper credit. RCV #151, H.C.R. 112: The Republican Budget Resolution crafted by Rep. Ryan (R-WI) makes major cuts in vital working family programs, while cutting tax rates for the wealthy and corporations. Two of the more notable provisions include privatizing Medicare and the committee report which sought to have Railroad Retirement conform to Social Security.","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Railroad Retirement Board,SENATE,Surface Transportation Board (STB),Transportation, Dept of (DOT)",,240000,0,0,2013-01-16T15:28:56.667000-05:00
1337572,8b47694b-ff8d-4dd0-ac2e-854199bd1495,Q4,THE WASHINGTON TAX & PUBLIC POLICY GROUP,294930,RAYTHEON,2012,fourth_quarter,RET,Issues related to pension funding.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-01-16T15:40:26.510000-05:00
1337683,c2faaeb1-b9dd-459f-825d-c40f405b5a19,Q4,COVINGTON & BURLING LLP,11195,UNISYS CORPORATION,2012,fourth_quarter,RET,Pension issues.,"HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-01-16T15:58:14.693000-05:00
1337812,5ed406ef-6ff0-45c2-8583-e36896ed4d90,Q4,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,19753,INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS,2012,fourth_quarter,RET,"Efforts to undermine public pensions, including HR 567, S.347, HRes.23
Mandatory Social Security coverage
Proposed pension cuts for federal employees, including HR 3813 and HR 3630
Normal Retirement Age regulations, including HR 3561","Commerce, Dept of (DOC),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of,White House Office",,97000,0,0,2013-01-16T16:20:09.293000-05:00
1338075,649c4ba3-b67e-492b-baa0-29969f930403,Q4,"MERCURY PUBLIC AFFAIRS, LLC",70175,CARPENTERS' BENEFIT PLANS,2012,fourth_quarter,RET,"Pension Reform and Tax Reform. S. 3700, Vested Employee Pension Benefit Protection Act","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-01-16T17:20:57.793000-05:00
1338089,ef2f283e-dc08-4ca8-bab0-1cdd8afb35fa,Q4,AK STEEL HOLDING CORPORATION,400326536,AK STEEL HOLDING CORPORATION,2012,fourth_quarter,RET,"H.R. 4348 Surface Transportation Reauthorization Conference Report, Subtitle B, Pension Provisions","Energy, Dept of,HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),Office of Science & Technology Policy (OSTP),SENATE",,77176,0,0,2013-01-16T17:25:03.590000-05:00
1338160,5e19ee69-e78c-41f0-a760-cb7c0e1dda9d,Q4,AMERICAN BANKERS ASSOCIATION,1785,AMERICAN BANKERS ASSOCIATION,2012,fourth_quarter,RET,"S. 1813, to reauthorize Federal-aid highway and highway safety construction programs, and for other purposes

Definition of Fiduciary under ERISA","HOUSE OF REPRESENTATIVES,SENATE",,2110000,0,0,2013-01-16T17:50:38.133000-05:00
1338635,1a5729a4-ed3f-468b-9c06-8be463e5b24b,Q4,THE TIMKEN COMPANY,38153,TIMKEN COMPANY,2012,fourth_quarter,RET,"Defined Benefit Plans
Defined Contribution Plans - 401(k)
Pension Protection Act
S. 1813 Highway Investment, Job Creation and Economic Growth Act re:  Pension Funding Issues","HOUSE OF REPRESENTATIVES,SENATE",,93300,0,0,2013-01-17T10:21:30.433000-05:00
1338672,016fdc91-1109-4462-a4fa-7de2eafc3291,Q4,UNITED MINE WORKERS OF AMERICA,39187,UNITED MINE WORKERS OF AMERICA,2012,fourth_quarter,RET,HR 1365/S. 621 CARE Act.,"Environmental Protection Agency (EPA),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Mine Safety & Health Administration (MSHA),SENATE",,99482,0,0,2013-01-17T10:27:49.043000-05:00
1338724,6d7a3aec-8ea0-45de-972c-1a9b4b4fa2c8,Q4,"CASSIDY & ASSOCIATES, INC.",8453,NCR VOYIX CORPORATION,2012,fourth_quarter,RET,"H.R. 4348, The Moving Ahead for Progress in the 21st Century Act (MAP-21), Pension Provisions
Proposals to increase Pension Benefit Guaranty Corporation premiums","AMTRAK - Natl Railroad Passenger Corporation,HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-01-17T10:39:15.747000-05:00
1338853,3dc2d46e-d1ae-4b4d-a4da-b191068b2564,Q4,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,29607,THE NORTHWESTERN MUTUAL LIFE INSURANCE COMPANY,2012,fourth_quarter,RET,"See attachment. RET  Fourth Quarter Report 2012

H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson

H.R. 493  Genetic Information Non-Discrimination Act of 2008. Issue: Underwriting restrictions on long-term care insurance.

H.R. 677/S. 267  The Lifetime Income Disclosure Acts. Issue: Annuity Illustration.

H.R. 1534  Small Business Add Value for Employees Act of 2011. Issue: voluntary auto-IRAs.

H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products.

H.R. 3475  Keeping IDs Safe Act. Issue: restriction to DMF data.

H.R. 3482  Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data.

H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans

H.R. 4049  Automatic IRA Act. Issue: mandatory auto-IRAs

H.R. 4050  Retirement Plan Simplification and Enhancement Act. Issue: strengthen multiple employer plans, improve the administration of J&S annuity rules, and other annuity improvements.

H.R. 6005, The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans

H.R. 6300: Medicaid Long-Term Care Reform Act of 2012. Issue: Long-term care.

S. 1121  Savings Enhancement by Alleviating Leakage in 401(k) Savings Act. Issue: Limits borrowing from 401(k) plans. 

S. 1557, the Automatic IRA Act of 2011. Issue: voluntary IRAs and Multiple Employer Plans.

S. 1534 and H.R. 3215  Identity Theft and Tax Fraud Prevention Act:  Issue: restriction to DMF data.  

S. Con. Res. 62/ H.Con.Res.101: Resolution on Retirement Savings Incentives.

S. 1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products

S. 3432 Identity Theft and Tax Fraud Prevention Act. Issue: Death master file.","HOUSE OF REPRESENTATIVES,SENATE",,920000,0,0,2013-01-17T11:12:12.870000-05:00
1338886,d4f2db2e-c253-4337-9c97-227f2132cd27,Q4,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,27002,NATIONAL ASSOCIATION OF POSTMASTERS OF THE UNITED STATES,2012,fourth_quarter,RET,"H.R.6684 - among other things would require federal and postal employees to contribute an additional 5 percent of pay toward retirement. H.R.1351, H.R.3174, S.1649 - US Postal Service Pension Obligation Recalculation and Restoration Act of 2011 - among other things would provide the USPS access to over payments to the US treasury and to fairly calculate the USPS' pension obligations. S.2014 - Postal Investment Act of 2011 - among other things would eliminate prefunding retiree health benefits.","HOUSE OF REPRESENTATIVES,SENATE",,47500,0,0,2013-01-17T11:21:26.447000-05:00
1339006,3d8d5e84-0b17-4a83-9fef-040896600d49,Q4,ARENTFOX SCHIFF LLP,4208,"BITUMINOUS COAL OPERATORS' ASSOCIATION, INC.",2012,fourth_quarter,RET,Financing of mine worker pension and benefit program,HOUSE OF REPRESENTATIVES,20000,,0,0,2013-01-17T11:55:31.497000-05:00
1339020,8092ec6d-415c-4f65-8771-4e48665d65db,Q4,DEERE & COMPANY,11878,DEERE & COMPANY,2012,fourth_quarter,RET,"Pension Interest Rate Simplification
PBGC Premium Increase","Agriculture, Dept of (USDA),Commodity Futures Trading Commission (CFTC),Federal Communications Commission (FCC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Office of the Comptroller of the Currency (OCC),Risk Management Agency,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,360000,0,0,2013-01-17T12:01:38.137000-05:00
1339529,f4a7cd34-3dac-4e3e-8cf9-75f1592deecf,Q4,PUTALASTRATEGIES,287394,PERSONAL CAPITAL,2012,fourth_quarter,RET,Proposals relating to 401K plans,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,Treasury, Dept of,White House Office",40000,,0,0,2013-01-17T13:50:59.757000-05:00
1339659,9aa7c200-7522-4fa2-a243-34d81135b41d,Q4,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2640,AMERICAN INSTITUTE OF CERTIFIED PUBLIC ACCOUNTANTS,2012,fourth_quarter,RET,Appraisals of ESOPs DOL Fiduciary Rule; S 1232 - Exempt Appraisers of ESOPs from Fiduciary Definition,"Agriculture, Dept of (USDA),Financial Crimes Enforcement Network (FinCEN),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),SENATE,Treasury, Dept of",,1000000,0,0,2013-01-17T14:15:04.837000-05:00
1339733,985068dc-a7e8-44ba-82a5-b9705d6cbff7,Q4,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,LUMEN TECHNOLOGIES,2012,fourth_quarter,RET,Pension reform.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-01-17T14:20:31.553000-05:00
1339869,4edb9baa-ce3e-4a84-837a-a7b48958d120,Q4,"DUTKO WORLDWIDE, LLC",12868,GENERAL MOTORS COMPANY,2012,fourth_quarter,RET,Monitor pension-related issues.,"HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-01-17T14:32:23.053000-05:00
1339914,8c1f7770-eabf-4b84-9da4-cd1a471f422f,Q4,WORLDATWORK,400263208,WORLDATWORK,2012,fourth_quarter,RET,S .1813/H.R. 4348 Moving Ahead for Progress in the 21st Century Act/pension stab. (Retirement); H.R. 5727 Rebuild America Act; Other employer sponsored plans issues; Financial literacy and education issues,"Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,16698,0,0,2013-01-17T14:35:42.667000-05:00
1339996,2f1dbd8f-a0de-4faa-a67b-422e3ed4b857,Q4,AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA),44,AMERICAN BANKERS ASSOCIATION SECURITIES ASSOCIATION (ABASA),2012,fourth_quarter,RET,Definition of Fiduciary under ERISA,"HOUSE OF REPRESENTATIVES,SENATE,White House Office",,10000,0,0,2013-01-17T14:49:20.823000-05:00
1339999,2405463a-5f6d-4430-b5c9-955446c4831b,Q4,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,27467,NATIONAL COMMITTEE TO PRESERVE SOCIAL SECURITY AND MEDICARE,2012,fourth_quarter,RET,"Consumer Price Index for Elderly Consumers.  H.R. 798, H.R. 776, H.R. 456, S. 1876:  provisions establishing a consumer price index for elderly consumers (CPI-E) to compute cost-of-living increases (COLA) for Social Security benefits. Chained CPI (No bill):  proposal to replace the current index used to calculate the Social Security COLA with a chained CPI.

Social Security Privatization.  H.R. 2109, H.R. 2889:  proposals to convert Social Security to a system of private investment accounts.

Social Insurance Protection. H.Res. 733:  provisions declaring that any agreement to replace the Budget Control Act of 2011 should not cut Medicare, Medicaid or Social Security benefits, but should contain revenue increases.  

Social Security Benefits.  S. 1213, S. 804:  provisions requiring progressive indexing, modifying COLAs, and increasing the Social Security retirement age.

Social Security Payroll Tax Holiday Extension.  (No Bill):  proposals extending the payroll tax holiday beyond calendar year 2012. 

Annual Social Security Statements.  S. 3295:  options to modify the Social Security Administrations decision suspending the production and mailing of individual Social Security Statements.

Raising the Payroll Tax Cap.  S. 2252:  provisions raising the amount of wages subject to payroll taxes. 

Social Security Mandatory Direct Deposit.  (No bill):  proposals to modify the Administrations mandate that federal benefit recipients receive benefits via direct deposit.

Womens Social Security Improvements and Protections.  (No bill):  proposals to safeguard and improve benefit equity for women, including improving survivor benefits; providing Social Security credits for caregiving; enhancing the special minimum benefit; equalizing rules for disabled and working widows; restoring student benefits; improving benefits for disabled children; strengthening the COLA; increasing the basic benefit; and equalizing benefits for same-sex married couples.

Social Security Equality. H.R. 4609:  provisions requiring Social Security Administration to recognize legal partnerships for the purposes of survivor, retirement and other benefits.

Social Security Administration Commissioner and Deputy Commissioner Appointments.  (No Bill): issues surrounding the impending leadership transition at the Social Security Administration.","Administration on Aging,Centers For Medicare and Medicaid Services (CMS),Executive Office of the President (EOP),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Natl Economic Council (NEC),Office of Management & Budget (OMB),President of the U.S.,SENATE,Social Security Administration (SSA),Treasury, Dept of,Vice President of the U.S.",,350000,0,0,2013-01-17T14:50:25.180000-05:00
1340157,c0f74e39-c203-4973-9b54-8c77d20c01bb,Q4,TREMONT STRATEGIES GROUP LLC (F/K/A ADS VENTURES),90250,PUTNAM INVESTMENTS,2012,fourth_quarter,RET,Retirement Security; Tax; Pensions.,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-01-17T15:13:28.197000-05:00
1340205,5652e275-50eb-4461-835d-f13c85bf9023,Q4,"AMERICAN FREEDOM INNOVATIONS, LLC",400514518,PATRIOT COAL CORPORATION,2012,fourth_quarter,RET,Respond to Member and staff inquiries regarding Chapter 11 reorganization,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2013-01-17T15:19:33.463000-05:00
1340305,a8de4ea0-7e20-44fc-ad86-2d5d3e845941,Q4,COVINGTON & BURLING LLP,11195,"JOHN HANCOCK LIFE INSURANCE COMPANY (USA) (FKA JOHN HANCOCK FIN. SERVICES, INC.)",2012,fourth_quarter,RET,Retirement plan fee disclosure; fiduciary definition,"HOUSE OF REPRESENTATIVES,SENATE",80000,,0,0,2013-01-17T15:31:19.930000-05:00
1340379,6ad26994-e421-468b-a793-11e84dc0f20a,Q4,NATIONWIDE MUTUAL INSURANCE COMPANY,26411,NATIONWIDE MUTUAL INSURANCE COMPANY,2012,fourth_quarter,RET,"Proposals responding to the effect of the stock market decline on retirement savings accounts.  Proposals to expand retirement coverage, including proposals to mandate payroll deduction IRAs (not yet in legislative form)

Proposals regarding annuitization of assets from defined contribution plans (not yet in legislative form) S 267; HR 677 - ""Lifetime Income Disclosure Act"" - A lifetime income disclosure shall set forth the annuity equivalent of the total benefits accrued with respect to the participant or beneficiary

HR 1534 - ""Save Act of 2011"" - Reforms Retirement Plan System

HR 774- ""Senior  Investor Protections Act ""- To enhance penalties for violations of securities protections that involve targeting seniors

Congressional activity surrounding the Department of Labor's proposed regulation to redefine ""fiduciary""

S. 1020- Savings Act of 2011  Savings Enhancement by alleviating leakage in 401(k) Savings Act of 2011 alleviates leakage in 401(k) plans

HR 3561- Small Business Promotion Act - technical corrections and improvements to pension system

H. Con. Res. 101 - ""Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement"" - Expresses sense of the Congress regarding tax incentives for retirement savings

HR 4049 - ""Automatic IRA Act of 2012"" - regarding automatic IRA arrangements

S. 1557 - ""Automatic IRA Act of 2011"" - regarding automatic IRA arrangements

HR 4050 - ""Retirement Plan Simplification and Enhancement Act of 2012"" - To simplify and enhance qualified retirement plans

HR 4348 -  ""The Surface Transportation Act of 2012""- defined benefit funding relief, transfers of excess pension funding assets

S 2123 - ""Highway Investment Job Creation & Economic Growth Act of 2012""  would stretch IRA provision

S 1534 - ""Identity Theft & taax Fraud Prevention Act"" Death master file limitations

HR 3475 - ""Keeping ID's Safe Act of 2011"" Death master file limitations

S 1121 -""Savings Enhancement by Alleviating Leakage in 401(k) Savings Act"" - limits borrowng from 401(k) plans-credit insurance

HR 3656 -""The Retirement Savings Security Act"" - 401(k) plan loans 

HR 2827/S. 3620 - ""Municipal Advisor Regulation"" - investment advice regulation

HR 6472 -""Saving for American Families Future Act of 2012"" - saver's credit expansion

HR 2656 - ""Pensions Technical Modifications Act"" - DB pensions

S. Con. Res. 62 - ""Concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement"" - Expresses sense of the Congress regarding tax incentives for retirement savings","Federal Deposit Insurance Corporation (FDIC),Federal Emergency Management Agency (FEMA),Federal Reserve System,Health & Human Services, Dept of (HHS),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Transportation, Dept of (DOT),Treasury, Dept of,U.S. Copyright Office,U.S. Postal Service (USPS)",,1340000,0,0,2013-01-17T15:40:51.977000-05:00
1340569,a79c88b3-88b6-430a-aebb-fc4db23e4ab5,Q4,TRANSAMERICA COMPANIES,44093,TRANSAMERICA COMPANIES,2012,fourth_quarter,RET,"HR 677/S 267: LIFETIME INCOME DISCLOSURE ACT; PROVISIONS RELATED TO ANNUITY ILLUSTRATION
H.R. 3656 - the Retirement Savings Security Act. Issue: 401(k) plan loans
H.R. 4049, AUTOMATIC IRA ACT OF 2012; ALL PROVISIONS.
S. 3230, Long Term Care Insurance Integrity Act of 2012, Issue: Consumer protections for Long-term Care. HR 1534: SMALL BUSINESSES ADD VALUE FOR EMPLOYEES (SAVE) ACT OF 2011; PROVISIONS RELATED TO
VOLUNTARY AUTO-INDIVIDUAL RETIREMENT ACCOUNTS (IRA)
HR 5025: TO AMEND THE PUBLIC HEALTH SERVICE ACT AND THE SOCIAL SECURITY ACT TO EXTEND HEALTH
INFORMATION TECHNOLOGY ASSISTANCE ELIGIBILITY TO BEHAVIORAL HEALTH, MENTAL HEALTH, AND
SUBSTANCE ABUSE PROFESSIONALS AND FACILITIES, AND FOR OTHER PURPOSES; PROVISIONS RELATED TO
THE EXTENSION OF HEALTH INFORMATION TECHNOLOGY ACCOUNTING REQUIREMENTS TO LONG-TERM CARE INSURERS
S 1121: SAVINGS ENHANCEMENT BY ALLEVIATING LEAKAGE IN 401(K) SAVINGS ACT OF 2011; PROVISIONS
RELATED TO LIMITS BORROWING FROM 401(K) PLANS
S 1557: AUTOMATIC IRA ACT OF 2011; Provisions related to voluntary IRAs and multi-employer plans
P.L. 110-233 (111th CONGRESS): GENETIC INFORMATION NONDISCRIMINATION ACT OF 2008; PROVISIONS
RELATED TO UNDERWRITING RESTRICTIONS ON LONG-TERM CARE INSURANCE
H. CON.RES. 101: EXPRESSING THE SENSE OF THE CONGRESS IN SUPPORT OF THE CURRENT SYSTEM OF
RETIREMENT SAVINGS TAX INCENTIVES; ALL PROVISIONS.
H.R. 4050, RETIREMENT PLAN SIMPLIFICATION AND ENHANCEMENT ACT OF 2012; PROVISIONS RELATED TO
MULTIPLE EMPLOYER PLANES, E-DELIVERY, AND ANNUITY REFORMS.
H.R. 5025 - the HITECH Extension for Behavioral Health Services Act of 2010Issue: extends health information technology accounting requirements to long-term care insurers.
S. 1534 and H.R. 3215  Identity Theft and Tax Fraud Prevention Act: Issue: restriction to DMF data.
H.R. 3475  Keeping IDs Safe Act. Issue: restriction to DMF data.
H.R. 3482  Tax Crimes and Identity Theft Prevention Act. Issue: restriction to DMF data.
H.R. 2309, the Postal Reform Act of 2011, Issue: USPS sale of financial products.
S.1789, the 21st Century Postal Service Act of 2012. Issue: USPS sale of financial services products
H.R. 5, the HEALTH Act of 2011. Issue: McCarran Ferguson
H.R. 6005, The Long Term Care and Retirement Security Act of 2012, Issue: Long-term care insurance allowed to be offered as part of cafeteria plans
H.R. 493- Genetic Information Non-Discrimination Act of 2008. Underwriting restrictions on long-term care insurance.
H.R. 677/S. 267- The Lifetime Income Disclosures Acts. Issue: Annuity Illustration.
H.R. 3656- the Retirement Savings Security Act. Issue: 401(k) plan loans.
S. 3226- Americans Giving Care to Elders Act of 2012. Issue: Caregivers Credit.
S. 3229- Long-Term Care Insurance Consumer Right to Know Act for 2012. Issue: Third party review of long-term care
insurance claims.
S. 3230- Long Term Care Insurance Integrity Act of 2012. Consumer protections for Long-term Care.
S. 3432 Identity Theft and Tax Fraud Prevention Act. Creation of Death master file.
H.R. 6300: Medicaid Long-Term Care Reform Act of 2012. Provisiosn related to Long-term care.

HR 8, the Affordable Taxpayers Relief Act of 2012  provisions related to Roth conversion.","HOUSE OF REPRESENTATIVES,SENATE",,570000,0,0,2013-01-17T16:13:08.117000-05:00
1340960,1ad0e737-f32e-430a-96a3-c73a2c3244c9,Q4,"WEBSTER, CHAMBERLAIN & BEAN, LLP",40830,NATIONAL ORGANIZATION OF SOCIAL SECURITY CLAIMANTS' REPRESENTATIVES,2012,fourth_quarter,RET,Social Security issues,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-01-17T17:07:03.307000-05:00
1341184,61aadb03-eb49-46a9-896c-927247fcc319,Q4,ERNST & YOUNG LLP (WASHINGTON COUNCIL ERNST & YOUNG),57475,PRUDENTIAL INSURANCE COMPANY OF AMERICA,2012,fourth_quarter,RET,"Misc. pension, retirement and savings issues; S 267 (Bingaman); HR 677 (Holt).","HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-01-17T19:10:49.630000-05:00
1341375,a5570659-fd41-46c2-8e5e-e8d961646247,Q4,VENABLE LLP,39941,XPO LOGISTICS (FORMERLY KNOWN AS CON-WAY INC ),2012,fourth_quarter,RET,General legislation that would affect funding requirements of certain defined benefit plans.,"Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,Office of Management & Budget (OMB),SENATE,Transportation, Dept of (DOT)",60000,,0,0,2013-01-18T08:58:22.200000-05:00
1341472,9390be9c-f5be-4bc1-91da-ace17cc2abc1,Q4,"WILLIAMS AND JENSEN, PLLC",41454,"THE VANGUARD GROUP, INC.",2012,fourth_quarter,RET,"401 (k) fee disclosures and investment advice, fiduciary definition.","Commodity Futures Trading Commission (CFTC),HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",80000,,0,0,2013-01-18T09:17:05.203000-05:00
1341534,26e6492e-a647-4aa6-b442-e0bb8deeb761,Q4,"WILLIAMS AND JENSEN, PLLC",41454,AMERICAN ASSOCIATION OF RETIRED PERSONS,2012,fourth_quarter,RET,Issues pertaining to older Americans including Medicare and Social Security.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-01-18T09:27:33.027000-05:00
1341588,0219007a-098c-41a6-bc6b-53648e224d2b,Q4,"LAWRENCE J. ROMANS & ASSOCIATES, LLC",61072,CHARLES SCHWAB & CO INC,2012,fourth_quarter,RET,"H.R. 4624, Investment Adviser Oversight Act of 2012; possible regulations on money market funds. .","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-01-18T09:36:56.790000-05:00
1341609,447d7626-2e35-49f8-afaf-8f5baa9403f2,Q4,"WILLIAMS AND JENSEN, PLLC",41454,VERSO CORPORATION (FORMERLY KNOWN AS NEWPAGE CORPORATION),2012,fourth_quarter,RET,Defined benefit legislation,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-01-18T09:42:06.557000-05:00
1341649,f8698fc5-0f8d-4204-92c7-b8ea1fe36747,Q4,AMERICAN BENEFITS COUNCIL,4675,AMERICAN BENEFITS COUNCIL,2012,fourth_quarter,RET,"American Taxpayer Relief Act of 2012  H.R. 8  fiscal cliff, employee benefits provisions
Lifetime Income Disclosure Act  H.R. 677/S. 267
Financial Services Reform  implementation of Dodd-Frank Wall Street Reform and Consumer Protection (Dodd-Frank) Act 
Burdensome Data Collection Relief Act - H.R. 1062
To Facilitate implementation of Title VII of the Dodd-Frank Wall Street Reform and Consumer Protection Act, promote regulatory coordination, and avoid market disruption - H.R. 1573
Swaps Bailout Prevention Act - H.R. 1838
To Improve Consideration by the Commodity Futures Trading Commission of the Costs and Benefits of its Regulations and Orders - H.R. 1840 
SEC Regulatory Accountability Act - H.R. 2308
Swap Execution Facility Clarification Act - H.R. 2586
Business Risk Mitigation and Price Stabilization Act of 2011 - H.R. 2682
To exempt inter-affiliate swaps from certain regulatory requirements put in place by the Dodd-Frank Wall Street Reform and Consumer Protection Act - H.R. 2779
Pension Funding/Stabilization - defined benefit pension funding stabilization and related plan issues
Pension Technical Modifications Act - H.R. 2656
Retirement Income Protection Act of 2011 - H.R. 3045
Savings Enhancement by Alleviating Leakage in 401 (k) Savings Act (SEAL 401 (k)) Act- H.R. 3287/S. 1020, S. 1121
Moving Ahead for Progress in the 21st Century (MAP-21) Act - S. 1813, S. 2343 - House/Senate passed version - H.R. 4348 (funding stabilization/Stop the Student Loan Interest Rate Hike Act of 2012)
Retirement Savings Plan Issues 
Small Businesses Add Value for Employees Act of 2011 (SAVE Act) - H.R. 1534
Small Business Pension Protection Act of 2011 - H.R. 3561
Retirement Savings Security Act of 2011 - H.R. 3656
Automatic IRA Act of 2011 - S. 1557
Automatic IRA Act of 2012 - H.R. 4049
Retirement Plan Simplification and Enhancement Act - H.R. 4050
Bipartisan Concurrent Resolution (H.CON. RES. 101/S.CON.RES. 62) - tax incentives for retirement savings
Worker Classification Issues
Employee Misclassification Prevention Act - H.R. 3178/ Payroll Fraud Prevention Act - S. 770
Fair Playing Field Act of 2012 - H.R. 4123/S. 2145 (worker classification) 
Taxpayer Advocacy and Government Accountability Promotion (TAX GAP) Act - S. 1289 
Rebuild America Act - S. 2252
Pension modernization - The Retirement Crisis and a Plan to Solve It - USA Retirement Funds - Senate Health, Education, Labor & Pensions Committee
Pension Benefit Guaranty Corporation (PBGC) - premiums, calculation of deficit and related governance issues
Investment Advice - defined contribution plans, plan fees, definition of a fiduciary, electronic communication and related issues

Distribution of retirement plan assets
Nondiscrimination rules applicable to defined benefit (DB) plans
Financial Accounting Standards Board (FASB) - retirement plans 
De-risking - defined benefit (DB) plans Other Issues
Tax reform  employee benefits issues
ERISA Advisory Council  2012 Discussion Topics  disability insurance & retirement stability, plan beneficiary designations
Hybrid retirement plan designs  implementation of the Pension Protection Act (PPA), finalization of proposed regulations
Health care provider compensation  Internal Revenue Code Section 162 (m) (6)  performance-based compensation
Foreign bank account reporting, Report of Foreign Bank and Financial Accounts (FBAR) 
International Accounting Standards Board (IASB)  accounting rules for pensions and other post-employment benefits
Foreign Account Taxpayer Compliance Act (FATCA)  exemption for foreign retirement plans
International benefits issues/Puerto Rican plan trust issues 
Domestic plan asset investment issues 
Regulation of money market funds 
Multiemployer plan issues 
Definition of governmental plans
Distribution of retirement plan assets
Nondiscrimination rules applicable to defined benefit (DB) plans
Financial Accounting Standards Board (FASB)  retirement plans 
De-risking  defined benefit (DB) plans","Centers For Medicare and Medicaid Services (CMS),Commodity Futures Trading Commission (CFTC),Equal Employment Opportunity Commission (EEOC),Federal Accounting Standards Advisory Board (FASAB),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Office of Management & Budget (OMB),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",,328952,0,0,2013-01-18T09:53:27.433000-05:00
1341779,0caa4be3-2e56-4f6a-baa5-2a59409d3bd2,Q4,"HECHT LATHAM SPENCER & ASSOCIATES, INC., FORMERLY KNOWN AS HECHT SPENCER & ASSOC",17966,BOY SCOUTS OF AMERICA,2012,fourth_quarter,RET,Proposals relating to changes in minimum funding requirements for charity pension plans.,"HOUSE OF REPRESENTATIVES,SENATE",45000,,0,0,2013-01-18T10:10:13.467000-05:00
1341789,f5301dde-3df5-4744-a5fd-6bd12a7abb01,Q4,DAVIS & HARMAN LLP,11674,TIAA,2012,fourth_quarter,RET,"Issues related to tax incentives for retirement savings.  Inquiries regarding investment offerings in defined contribution plans.  Legislation to expand the employee-sponsored retirement system.  Guidance relating to public sector plan design.  Proposals relating to IRS relief for disaster victims. S. 267/H.R. 677, Lifetime Income Disclosure Act.  H.R. 1534, SAVE Act, proposals related to governmental pick up contributions, including H.R. 2934, to clarify the treatment of certain plan contributions picked up by governmental employers.  Issues related to lifetime income products in qualified retirement plans.  Proposals to increase annuitization within qualified retirement plans.  Proposals that would combine various retirement plan and IRA types.","HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-01-18T10:11:15.793000-05:00
1341809,e886c3d2-9804-4de4-97a5-c288239fa93d,Q4,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,26901,NATIONAL ASSOCIATION OF INSURANCE AND FINANCIAL ADVISORS,2012,fourth_quarter,RET,Issues related to legislation that encourages individuals and businesses to invest in retirement vehicles; H.R. 677; S. 267; H.R. 661; H.R. 1173,"Centers For Medicare and Medicaid Services (CMS),Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Securities & Exchange Commission (SEC),SENATE",,215000,0,0,2013-01-18T10:14:22.497000-05:00
1341859,85acf495-a9e8-449c-8144-aedfa2127a4b,Q4,"GROOM LAW GROUP, CHARTERED",17000,CENTRAL STATES FUNDS,2012,fourth_quarter,RET,Pension funding reform changes to the Pension Protection Act (PPA) multiemployer pension reform legislation.,"HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),SENATE",,,0,0,2013-01-18T10:18:43.107000-05:00
1341930,314116d2-c440-44c8-9024-3e25c36ad8be,Q4,DAVIS & HARMAN LLP,11674,VANGUARD GROUP,2012,fourth_quarter,RET,"Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs, and creation of new qualified retirement plans for small business, including H.R.1534, Small Businesses Add Value for Employees Act.  Proposals related to stemming leakage from retirement plans through reform of plan loan rules, including, S.1121/H.R. 3, Savings Enhancement by Alleviating Leakage in 401(k) Savings Act.  Issues related to retirement target date funds.  Issues related to tax incentives for retirement savings.  Issues related to the effect of the Department of Labor's proposed fiduciary definition.  Issues related to employee benefit plan administration and electronic delivery of ERISA-mandated statements and disclosures.  Consolidation of ERISA-required notices.  H.R. 4050, Retirement Plan Simplification and Enhancement Act.","HOUSE OF REPRESENTATIVES,SENATE",10000,,0,0,2013-01-18T10:24:08.247000-05:00
1341942,9108162d-6e60-4a9d-9198-57d251d4379d,Q4,"CAPITOL HILL STRATEGIES,  LLC",91774,INVESTMENT COMPANY INSTITUTE,2012,fourth_quarter,RET,"Issues related to proposed Department of Labor regulations on investment advice.
Legislation to enhance retirement plan options.","HOUSE OF REPRESENTATIVES,SENATE",40000,,0,0,2013-01-18T10:25:14.637000-05:00
1341972,15a411c6-3677-42b4-87f4-61c9a9042c7c,Q4,INVESTMENT COMPANY INSTITUTE,20128,INVESTMENT COMPANY INSTITUTE,2012,fourth_quarter,RET,"S. 267 - Lifetime Income Disclosure Act
S. 1121 - Savings Enhancement by Alleviating Leakage in 401(k) Savings Act of 2011
S. 1557 - Automatic IRA Act of 2011
S. Con. Res. 62 - Sense of the Congress on Retirement Savings Incentives H.R. 677 - Lifetime Income Disclosure Act
H.R. 3287 - Savings Enhancement by Alleviating Leaking in 401(k) Savngs Act of 2011
H.R. 4049 - Automatic IRA Act of 2012
H.R. 4050 - Retirement Plan Simplification and Enhancement Act of 2012
H. Con. Res. 101 - Sense of the Congress on Retirement Savings Incentives
E-Delivery
DOL Fiduciary Definition
Target Date Funds
401(k) Disclosure","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",,1001729,0,0,2013-01-18T10:27:25.373000-05:00
1341975,5f271803-d630-461c-9321-7e51cb6f11f2,Q4,DAVIS & HARMAN LLP,11674,WILLIS NORTH AMERICA INC,2012,fourth_quarter,RET,"Proposals and regulations related to cash balance, pension equity, and other hybrid pension plans.  Issues related to required minimum distributions.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",10000,,0,0,2013-01-18T10:28:26.167000-05:00
1342046,8d052a34-fc20-4e07-83c1-2541ec1aef1f,Q4,DAVIS & HARMAN LLP,11674,MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY,2012,fourth_quarter,RET,"Proposals to mandate workplace savings arrangements for employees without access to employer retirement plans.  Proposals related to expansion of SIMPLE IRAs, establishment of discretionary payroll deduction IRAs  and creation of new qualified retirement plans for small business.  Issues related to retirement target date funds.  Issues related to tax incentives for retirement savings.  Issues related to the Department of Labor's proposed regulation defining fiduciary for investment advice purposes. Proposals related to tax relief for disaster victims. Proposals to enhance incentives for employers that voluntarily offer qualified retirement plans.  Issues related to electronic delivery of IRC- and ERISA-mandated statements and disclosures.  Proposals to increase PBGC premiums.  H.R. 4050, Retirement Plan Simplification and Enhancement Act.  Issues related to lifetime income.  Issues related to use of brokerage windows in defined contribution plans.","HOUSE OF REPRESENTATIVES,SENATE,Treasury, Dept of",20000,,0,0,2013-01-18T10:34:56.747000-05:00
1342050,e9bd8d2a-a64d-48df-86fc-bcc7873bbfcf,Q4,AIR LINE PILOTS ASSOCIATION,580,AIR LINE PILOTS ASSOCIATION,2012,fourth_quarter,RET,Pilot Pension Issues; S. 998 - Pension Benefit Guaranty Corporation Pilots Equitable Treatment Act.,"Defense, Dept of (DOD),Homeland Security, Dept of (DHS),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,350000,0,0,2013-01-18T10:34:59.090000-05:00
1342105,4df92fc6-4a1f-42ab-b58c-0375221fad6d,Q4,"CAPITOL HILL STRATEGIES,  LLC",91774,PRUDENTIAL FINANCIAL INC,2012,fourth_quarter,RET,Legislation to enhance retirement plan options.,"HOUSE OF REPRESENTATIVES,SENATE",50000,,0,0,2013-01-18T10:39:18.363000-05:00
1342140,cf879219-9fab-496b-82e5-e040bd2972fd,Q4,"COALITION FOR INDEPENDENT SENIORS, INC.",400617871,"COALITION FOR INDEPENDENT SENIORS, INC.",2012,fourth_quarter,RET,"Issues related to the Home Equity Conversion Mortgage Program (HECM) at the Department of Housing and Urban Development, and issues related to public policies that allow seniors to control their assets and remain economically independent; issues related to maintaining housing counseling funds in the FY 2013  Senate Transportation, Housing, and Urban Development and Related Agencies Appropriations bill. (H.R. 5972)","HOUSE OF REPRESENTATIVES,Housing & Urban Development, Dept of (HUD),SENATE",,110000,0,0,2013-01-18T10:41:29.640000-05:00
1342413,bfb45de3-5427-4a67-9444-6d9e9c08c9da,4A,"AMERICAN FREEDOM INNOVATIONS, LLC",400514518,PATRIOT COAL CORPORATION,2012,fourth_quarter,RET,Respond to Member and staff inquiries regarding Chapter 11 reorganization,"HOUSE OF REPRESENTATIVES,SENATE",90000,,0,0,2013-01-18T11:10:29.290000-05:00
1342614,2af00d33-7c0d-4765-8605-50c244ea5a68,Q4,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,28526,NATIONAL RURAL LETTER CARRIERS' ASSOCIATION,2012,fourth_quarter,RET,"S. 261-Legislation that would transition federal and postal employees who are collecting workers' comp into retirement at retirement age
S. 644-legislation that would eliminate the FERS pension aspect for any new employee hired after 2013
HR 1332-repeals the WEP/GPO provision for postal retirees and spousal survivor benefits who are affected HR 2010-repeals the WEP/GPO provision for postal retirees and spousal survivor benfits who are affected","HOUSE OF REPRESENTATIVES,SENATE",,125000,0,0,2013-01-18T11:27:03.107000-05:00
1342646,b732ecbb-2524-4253-aeb3-a44c8a5dd8a8,Q4,COVINGTON & BURLING LLP,11195,WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST,2012,fourth_quarter,RET,Multiemployer pension funding legislation.,"Government Accountability Office (GAO),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Pension Benefit Guaranty Corporation (PBGC),SENATE,Treasury, Dept of",100000,,0,0,2013-01-18T11:30:21.200000-05:00
1342664,7ff01057-11d5-4ee7-81bb-4f16bc1243a0,Q4,"CORNERSTONE GOVERNMENT AFFAIRS, INC.",75557,CUSTODIA FINANCIAL,2012,fourth_quarter,RET,monitor the issues related to retirement  plans.,"HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-01-18T11:31:27.903000-05:00
1342865,5c45b8cd-0b22-4dec-9bdc-ee8e7a6872c4,Q4,HERITAGE ACTION FOR AMERICA,400609853,HERITAGE ACTION FOR AMERICA,2012,fourth_quarter,RET,"Pension Reform
Tax Favored Accouns
Social Security Reform","HOUSE OF REPRESENTATIVES,SENATE",,40000,0,0,2013-01-18T11:49:58.073000-05:00
1342910,d1ca6b83-e8c9-4ec6-98eb-abdfdb5a5159,Q4,"WILLIAMS AND JENSEN, PLLC",41454,TRANSAMERICA COMPANIES (FORMLY AEGON),2012,fourth_quarter,RET,Legislation impacting retirement plans,"HOUSE OF REPRESENTATIVES,SENATE",130000,,0,0,2013-01-18T11:55:16.137000-05:00
1343014,d7ee838c-3c45-409e-97aa-1bbb9c029933,Q4,"BROWNSTEIN HYATT FARBER SCHRECK, LLP",7257,FMR LLC,2012,fourth_quarter,RET,"H.R.4173-Dodd Frank Wall Street Reform and Consumer Protection Act Implementation
Fiduciary duty related issues
Self-directed brokerage issue","HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Natl Economic Council (NEC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",50000,,0,0,2013-01-18T12:05:56.417000-05:00
1343177,0d4515ef-47af-4681-bf4e-a702fad25003,Q4,"WILLIAMS AND JENSEN, PLLC",41454,NATIONAL ASSN OF STATE TREASURERS (NAST),2012,fourth_quarter,RET,"pension issues, H.R. 567, S. 347.","HOUSE OF REPRESENTATIVES,Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,White House Office",50000,,0,0,2013-01-18T12:23:11.043000-05:00
1343507,600e9f32-f1ba-4681-909c-ca5a1db441d2,Q4,ACG ADVOCACY,2057,SOUTHEASTERN PENNSYLVANIA TRANSIT AUTHORITY,2012,fourth_quarter,RET,Early Retiree Reinsurance Program (ERRP) Overpayment Issues,"HOUSE OF REPRESENTATIVES,SENATE",20000,,0,0,2013-01-18T13:06:59.017000-05:00
1343558,fc48a4b6-90f8-4bed-9626-1fe15d17b9b1,Q4,"CGCN GROUP, LLC",76992,BOEING COMPANY,2012,fourth_quarter,RET,"Pension issues related to The Surface Transportation Extension Act of 2012, Part II (P.L. 112-141)","HOUSE OF REPRESENTATIVES,SENATE",60000,,0,0,2013-01-18T13:11:16.003000-05:00
1343561,9f3065e0-d44d-4306-805b-4d51856d7673,Q4,"UNITED AIRLINES, INC.",10662,UNITED AIRLINES INC,2012,fourth_quarter,RET,"Monitor legislative and federal activity related to Pension Issues. 
H.R. 5715, Airline Pension Fairness Act of 2012.","Federal Aviation Administration (FAA),HOUSE OF REPRESENTATIVES,SENATE,State, Dept of (DOS),Transportation, Dept of (DOT)",,820000,0,0,2013-01-18T13:11:17.173000-05:00
1343626,065e708d-53a8-411c-8157-a117cc74a58c,Q4,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,28674,NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATION,2012,fourth_quarter,RET,"The association monitors and reacts to policy concepts that may impact its ability to continue offering its high quality Retirement Security Plans to members, their employees, and the association staff at affordable rates and on reasonable terms and conditions.  During the reporting period, no introduced measures in this category were focused upon.","Agriculture, Dept of (USDA),HOUSE OF REPRESENTATIVES,Natl Security Council (NSC),SENATE",,100000,0,0,2013-01-18T13:21:45.487000-05:00
1343722,6a223919-e573-4940-b4ce-de9e1299af23,Q4,"WILLIAMS AND JENSEN, PLLC",41454,OWENS-ILLINOIS INC,2012,fourth_quarter,RET,Pension issues in legislation.,"Environmental Protection Agency (EPA),HOUSE OF REPRESENTATIVES,SENATE",130000,,0,0,2013-01-18T13:36:29.003000-05:00
1343803,2bbaaed6-5b69-4ace-9ec6-f148f0a55096,Q4,PRINCIPAL FINANCIAL GROUP,32178,PRINCIPAL FINANCIAL GROUP,2012,fourth_quarter,RET,"HR 677/S267- would require 401(k) plan sponsors to inform participating workers of the projected monthly income they could expect at retirement based on their current account balance.

DOL proposed rules to amend the definition of fiduciary, and FAB that include Q&A30 relating to brokerage windonws HR. 1534: Amends Internal Revenue Code provisions relating to employer-established simple individual retirement accounts (IRAs) to: (1) repeal certain restrictions on rollovers from simple IRAs, (2) allow employers to elect to terminate qualified salary reduction arrangements at any time during the year, (3) repeal the enhanced 25% penalty on premature withdrawals made from simple IRAs within the first two plan years, (4) allow additional nonelective employer contributions to simple IRAs, (5) establish automatic deferral IRAs, (6) allow a transfer of unused balances in flexible spending arrangements to a qualified retirement or eligible deferred compensation plan, (7) increase the tax credit for small employer pension plan startup costs, and (8) establish multiple small employer retirement plans that provide for automatic employee contributions

H.R.4049: Automatic IRA Act of 2012 - would require all employers that employ more than 10 employees, who do not sponsor a qualified retirement plan to automatically enroll their employees at 3% of pay into a payroll deduct IRA. 

H.R.4050: Retirement Plan Simplification and Enhancement Act of 2012  the bill would permit all required ERISA disclosures to be made available in an electronic manner (following advanced notice and with the right to opt out).

H.CON.RES.101 : Expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement.

S. 1020: To amend the Internal Revenue Code of 1986 to modify the rules relating to loans made from a qualified employer plan. 

S.1557 the Automatic IRA Act of 2011  Amends the Internal Revenue Code to: (1) require certain employers who do not maintain qualified retirement plans or arrangements to make available to their eligible employees a payroll deposit individual retirement account (IRA) arrangement (automatic IRA arrangement) which grants such employees the right to opt-out of participation, (2) require the Secretary of the Treasury to provide employers with a model notice for notifying employees of automatic IRS arrangements and to establish a program to assist employers in the implementation of such arrangements, (3) allow employers who do not have more than 100 employees a tax credit for costs associated with establishing an automatic IRA arrangement, (4) impose a penalty on employers who fail to provide eligible employees access to automatic IRA arrangements, and (5) increase the tax credit for small employer pension plan start-up costs. 

S. 1813: Highway Investment, Job Creation and Economic Growth Act of 2012 -  defined benefit plan Funding Stabilization proposal which generates $9.5 billion in revenue.

S.CON.RES.62: A concurrent resolution expressing the sense of the Congress that our current tax incentives for retirement savings provide important benefits to Americans to help plan for a financially secure retirement.","Commerce, Dept of (DOC),Commodity Futures Trading Commission (CFTC),Federal Reserve System,HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Office of the Comptroller of the Currency (OCC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of,U.S. Trade Representative (USTR)",,394000,0,0,2013-01-18T13:43:00.987000-05:00
1343853,c63873fc-9082-40be-8852-9c7268c8774e,Q4,CHAMBER HILL STRATEGIES,400645947,YRC WORLDWIDE INC.,2012,fourth_quarter,RET,"Pension reform issues related to provisions of P.L. 109-280, the Pension Protection Act of 2006","HOUSE OF REPRESENTATIVES,SENATE",30000,,0,0,2013-01-18T13:48:23.517000-05:00
1343863,90f37d56-133a-4fd2-b320-68334ee857a7,Q4,SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC,34887,SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC,2012,fourth_quarter,RET,Retirement,"HOUSE OF REPRESENTATIVES,SENATE",,230000,0,0,2013-01-18T13:48:25.283000-05:00
1343925,40976e56-cd36-4072-8fd3-9c7316ea5c3d,Q4,"AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES",2321,AMERICAN FEDERATION OF STATE COUNTY AND MUNICIPAL EMPLOYEES,2012,fourth_quarter,RET,"Opposition to proposals to cut Social Security
Opposition to reducing Social Security resources & benefits; chained CPI as inflation adjustment; extending 2% reduction in Social Security payroll taxes  
Fiscal cliff, federal budget HRes 23 - Public Pensions","Health & Human Services, Dept of (HHS),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),SENATE,White House Office",,610000,0,0,2013-01-18T13:52:54.347000-05:00
1344148,4b8da8e5-970f-4723-9524-d9f28f2ae312,Q4,"PRINTING INDUSTRIES OF AMERICA, INC.",32203,PRINTING INDUSTRIES OF AMERICA INC,2012,fourth_quarter,RET,"Pension reform
Social Security reform","Consumer Product Safety Commission (CPSC),Environmental Protection Agency (EPA),Government Printing Office (GPO),Health Resources & Services Administration (HRSA),HOUSE OF REPRESENTATIVES,Labor, Dept of (DOL),Postal Rate Commission,Postal Regulatory Commission,SENATE,State, Dept of (DOS),Treasury, Dept of,U.S. Postal Service (USPS)",,109550,0,0,2013-01-18T14:04:23.887000-05:00
1344193,50987ec2-f416-419d-80e4-1649c52aa4d9,Q4,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,3481,AMERICAN SOCIETY OF PENSION PROFESSIONALS & ACTUARIES,2012,fourth_quarter,RET,"H.4348, HR 4050, S 1557, S 1020, HR 3287, H Con Res 101, S Con Res 62
S.1813
HR. 3656
HR. 4049","HOUSE OF REPRESENTATIVES,Internal Revenue Service (IRS),Labor, Dept of (DOL),Pension Benefit Guaranty Corporation (PBGC),Securities & Exchange Commission (SEC),SENATE,Treasury, Dept of",,305850,0,0,2013-01-18T14:08:42.130000-05:00